APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,650
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.12M
3
+$5.45M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.98M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.68M

Top Sells

1
+$8.36M
2
+$8.23M
3
+$7.3M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.17M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.08%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$51.8K ﹤0.01%
618
+3
1852
$51.7K ﹤0.01%
+1,100
1853
$51.7K ﹤0.01%
1,950
+200
1854
$51.4K ﹤0.01%
4,079
1855
$51.4K ﹤0.01%
1,272
1856
$51.3K ﹤0.01%
972
+7
1857
$51.1K ﹤0.01%
1,524
-780
1858
$51.1K ﹤0.01%
1,400
1859
$51.1K ﹤0.01%
1,036
1860
$51K ﹤0.01%
2,500
-250
1861
$51K ﹤0.01%
2,181
+841
1862
$50.7K ﹤0.01%
520
1863
$50.6K ﹤0.01%
2,220
1864
$50.6K ﹤0.01%
8,250
+4,400
1865
$50.4K ﹤0.01%
882
-5,992
1866
$50.4K ﹤0.01%
5,410
+1,500
1867
$50.4K ﹤0.01%
3,004
+22
1868
$50.3K ﹤0.01%
3,715
+85
1869
$50.1K ﹤0.01%
1,185
1870
$49.7K ﹤0.01%
935
+119
1871
$49.7K ﹤0.01%
4,234
+3,224
1872
$49.6K ﹤0.01%
1,138
+240
1873
$49.6K ﹤0.01%
543
-65
1874
$49.4K ﹤0.01%
1,320
+580
1875
$49.4K ﹤0.01%
1,030
73 74
75
76 77